Average annual returns
Through 20251 year
31.89%
3 year
23.79%
5 year
8.49%
10 year
10.98%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
14.59%
Sharpe
1.29
Sortino
2.58
Max drawdown
-40.94%
Best month
17.19%
Worst month
-15.79%
Beta vs VTSAX
0.85
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.